HSBC Holdings plc $HSBC Holdings Raised by NewEdge Wealth LLC

NewEdge Wealth LLC boosted its stake in HSBC Holdings plc (NYSE:HSBC) by 16.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 63,864 shares of the financial services provider’s stock after buying an additional 9,009 shares during the quarter. NewEdge Wealth LLC’s holdings in HSBC were worth $5,024,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Cornerstone Planning Group LLC increased its stake in shares of HSBC by 30.7% during the 4th quarter. Cornerstone Planning Group LLC now owns 498 shares of the financial services provider’s stock worth $43,000 after purchasing an additional 117 shares during the last quarter. Lester Murray Antman dba SimplyRich increased its stake in shares of HSBC by 1.0% during the 4th quarter. Lester Murray Antman dba SimplyRich now owns 12,445 shares of the financial services provider’s stock worth $979,000 after purchasing an additional 123 shares during the last quarter. Checchi Capital Advisers LLC increased its stake in shares of HSBC by 0.5% during the 4th quarter. Checchi Capital Advisers LLC now owns 26,554 shares of the financial services provider’s stock worth $2,089,000 after purchasing an additional 144 shares during the last quarter. Net Worth Advisory Group increased its stake in shares of HSBC by 2.3% during the 4th quarter. Net Worth Advisory Group now owns 6,466 shares of the financial services provider’s stock worth $509,000 after purchasing an additional 146 shares during the last quarter. Finally, Bridgewater Advisors Inc. increased its stake in shares of HSBC by 1.9% during the 3rd quarter. Bridgewater Advisors Inc. now owns 8,186 shares of the financial services provider’s stock worth $589,000 after purchasing an additional 153 shares during the last quarter. Institutional investors and hedge funds own 1.48% of the company’s stock.

HSBC Stock Performance

NYSE:HSBC opened at $90.49 on Tuesday. HSBC Holdings plc has a 1 year low of $57.85 and a 1 year high of $94.79. The firm’s fifty day simple moving average is $86.28 and its 200 day simple moving average is $81.18. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 0.52. The firm has a market capitalization of $310.99 billion, a PE ratio of 14.83, a PEG ratio of 0.91 and a beta of 0.56.

HSBC (NYSE:HSBC) last posted its earnings results on Tuesday, March 31st. The financial services provider reported $0.44 earnings per share (EPS) for the quarter. The business had revenue of $19.13 billion for the quarter. HSBC had a net margin of 16.06% and a return on equity of 13.35%. On average, sell-side analysts anticipate that HSBC Holdings plc will post 8.51 EPS for the current year.

HSBC Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Friday, May 15th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 2.2%. The ex-dividend date is Friday, May 15th. HSBC’s dividend payout ratio (DPR) is currently 147.21%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. BNP Paribas Exane lowered shares of HSBC from an “outperform” rating to a “neutral” rating in a research note on Tuesday, April 14th. Morgan Stanley assumed coverage on shares of HSBC in a research note on Wednesday, January 14th. They issued an “equal weight” rating on the stock. Zacks Research lowered shares of HSBC from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Weiss Ratings lowered shares of HSBC from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Finally, The Goldman Sachs Group assumed coverage on shares of HSBC in a research note on Thursday, March 26th. They issued a “buy” rating on the stock. Five research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $63.00.

Key Stories Impacting HSBC

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC raised its 2026 S&P 500 target to 7,650 and said there is a path above 8,000, citing strong earnings momentum, resilient tech stocks, and AI-driven optimism. That bullish market outlook can support sentiment toward HSBC’s research franchise and broader capital-markets outlook. Article Title
• Positive Sentiment: HSBC also published upbeat views on select markets and companies, including a constructive note on PhysicsWallah and an integrated health and wellness launch in Singapore, which reinforce its active product and research pipeline. Article Title
• Neutral Sentiment: HSBC announced plans to issue US$1.5 billion of perpetual contingent convertible securities, which should strengthen capital resources but may also add dilution or financing-cost concerns for investors. Article Title
• Neutral Sentiment: The company also set out board line-up and committee roles under Hong Kong rules, a governance update that is unlikely to move the shares on its own. Article Title
• Negative Sentiment: HSBC is also reviewing a $400 million fraud-related provision, which raises the risk of an earnings hit if the issue is material. Article Title
• Negative Sentiment: Separately, an insider sale by Daniel Scott Palomaki may be viewed cautiously by investors, though the transaction size appears modest relative to HSBC’s market value. Article Title

Insider Transactions at HSBC

In other HSBC news, insider Daniel Scott Palomaki sold 23,123 shares of the firm’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $18.11, for a total value of $418,757.53. Following the sale, the insider directly owned 4,973 shares in the company, valued at $90,061.03. This trade represents a 82.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.01% of the stock is owned by corporate insiders.

About HSBC

HSBC Holdings plc (NYSE: HSBC) is a multinational banking and financial services organization headquartered in London. It traces its origins to the Hongkong and Shanghai Banking Corporation, founded in 1865 to facilitate trade between Europe and Asia, and has since grown into one of the world’s largest banking groups. The company is publicly listed in multiple markets, including the London Stock Exchange, the Hong Kong Stock Exchange and as an American depositary receipt on the New York Stock Exchange.

HSBC operates a universal banking model, serving retail, commercial, corporate and institutional clients.